Swati Shrivas
Ahmedabad
Summary
I want to work in challenging and responsible position, so that I can sharping my skills and knowledge for growing in every dimensions in Life through the valuable experience by your organization.
Overview
5
5
years of professional experience
Work History
Senior Cam
HDFC LIFE INSURANCE
Ahmedabad
03.2023 - Current
- Achieve annual targets for branch set in AOP (Annual operative plan)
- Make action plan, and strategize to get profit through branch operations and cross sell
- Keep up to date with product to provide suitable advice to the customers
- Reduce the waiting time for customers in branch
- Increase the customer satisfaction
- Know the value bankers (VBS) productivity and revenue generation.
Sales Manager
Max Life Insurance
Ahmedabad
08.2022 - 03.2023
- Recruiting, screening, and training new agents
- Analyzing performance and drawing up action plans
- Establishing strong relationships with staff and clients
- Ensuring all staff exercise good time management
- Obeying agency regulations, guidelines, and policies, and ensuring staff do the same.
Corporate Account Manager
Tata AIA Life Insurance
Ahmedabad
05.2021 - 09.2022
- Drive wallet Share in the allocated bank branches with focus product mix
- Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches
- Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced
- Build relationship with the Bank Sales/operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively
- Prospect and meet customers within and outside the Branch as when required
- To develop, agree and implement short term and long term plans to achieve sales targets
- Work collectively with Bank Sales/operations team and conduct joint sales calls as a team to achieve business nos.
Relation associate manager
Max Life Insurance
Ahmedabad
04.2019 - 05.2021
- Responsible for meeting sales target through Bank's FOS
- Responsible for maintaining relationships with all constituents in the Bank Branch
- Keeping accurate record of referrals received form all constituents in the bank branch
- Shall adhere to agree TATS on first customer contact and follow-ups from the date of the lead being registered
- Increasing bank's customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch's customer base
- Shall train the bank staff regularly on concepts in life insurance and new product introductions.
Education
MBA -
07.2021
B.Com -
07.2017
H.S.C -
07.2013
S.S.C -
07.2012
Skills
- Customer Service
- Leadership
- Ability to Work Under Pressure
- Microsoft Office
- Business Development
- Communication and Presentation
Languages
- English
- Hindi
- Gujarati
Hobbies and Interests
- Traveling
- Cooking
- Photography
- Music
Languages
Hindi
First Language
English
Proficient (C2)
C2
Gujarati
Proficient (C2)
C2
Timeline
Senior Cam
HDFC LIFE INSURANCE
03.2023 - Current
Sales Manager
Max Life Insurance
08.2022 - 03.2023
Corporate Account Manager
Tata AIA Life Insurance
05.2021 - 09.2022
Relation associate manager
Max Life Insurance
04.2019 - 05.2021
MBA -
B.Com -
H.S.C -
S.S.C -
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